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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $502,191 | $201,370+149.4% | $184,256+172.6% | $145,897+244.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.18% | 29.05%-17.9pp | 28.85%-17.7pp | 552.29%-541.1pp |
| Employer contribution / active EE | $26,307 | $7,024+274.5% | $6,427+309.3% | $4,663+464.2% |
| Participant deferral / active EE | $19,050 | $9,808+94.2% | $9,133+108.6% | $6,689+184.8% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |